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Jan 10, 2013
01/13
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they're chasing samsung instead of forcing samsung to chase them. that is how samsung beat sony. they forced sony to chase them and lost that with television. samsung is chewing apple out and spittings them up. jobs would not have fallen for this. melissa: is it possible apple has something up their sleeve, and something new we hadn't thought of and will blow our socks off in the next year or so? are you hearing rumblings of that? >> everything i got is suggests cook is starting to panic. he is looking at properties like twitter. he is looking at cheaper products to get his stock price back up. but he is getting to panic phase. he doesn't know what to do. i think he recognizes that he is in way over his head. recognize, running apple would be outside of the skillset of i would say 95% of the experienced ceos that are out there. cook really wasn't the right guy to begin with. melissa: rob, thanks so much for coming on. we appreciate your time. good stuff. >> pleasure. melissa: up next on "money", we've been telling you throughout the show that monopoly is retiring one of its iconi
they're chasing samsung instead of forcing samsung to chase them. that is how samsung beat sony. they forced sony to chase them and lost that with television. samsung is chewing apple out and spittings them up. jobs would not have fallen for this. melissa: is it possible apple has something up their sleeve, and something new we hadn't thought of and will blow our socks off in the next year or so? are you hearing rumblings of that? >> everything i got is suggests cook is starting to panic....
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Jan 15, 2013
01/13
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some manufacturers like samsung have done very well with screens that are five inches or more in size. the iphone 5 is a four inch screen. >> reporter: apple is still far more profitable than any other consumers electronics firm in the world. but, analyst's celestial expectations have led to a crushing fall for apple shares. since hitting a high of $705 in september, the stock has lost nearly 30%. the selloff has trigged a big debate on wall street. are the shares cheap enough to buy, or is the market darling done? apple bulls argue the gadget maker has a p.e. of just 11. apple bears say the company's days as a fast growth giant are over. for investors on the fence, it may make sense to wait until apple releases it latest quarterly results next wednesday. some experts are speculating apple will fall short on revenues, because of weak ipad demand. >> in the tablet world you've certainly seen the android tablets get more of a foothold into the tablet market, a market that was almost entirely apple's for quite a while. >> reporter: if apple doesn't have enough troubles, here's potentiall
some manufacturers like samsung have done very well with screens that are five inches or more in size. the iphone 5 is a four inch screen. >> reporter: apple is still far more profitable than any other consumers electronics firm in the world. but, analyst's celestial expectations have led to a crushing fall for apple shares. since hitting a high of $705 in september, the stock has lost nearly 30%. the selloff has trigged a big debate on wall street. are the shares cheap enough to buy, or...
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Jan 18, 2013
01/13
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samsung number two. i think you keep going you'll see people coming back to the blackberry particularly corporate america. >> unless they say buy, buy and hang up when the news comes and it is a sell on the news event. >> it won't be. the stock may be but buy there because it is going to go back up. it has a lot of cash. a good company. >> all right. intel the worst performing dow stock today after issuing a disappointing outlook. joe and dr. j. debated the stock yesterday and one of our traders thought he was the clear cut winner. let's take a listen. >> whatever apple ends up doing intel will steal the thunder. the stock is highly correlated with gross margins which continue to decline right now the street looking for 57%. they'll have to guide those margins even lower. >> judge did a great job as always but i go with the doc. >> no! >> i think intel -- >> time for a rematch, round two. why? because dr. j. you told me last night i want a rematch. >> that's right. i need a rematch because joe is kicking
samsung number two. i think you keep going you'll see people coming back to the blackberry particularly corporate america. >> unless they say buy, buy and hang up when the news comes and it is a sell on the news event. >> it won't be. the stock may be but buy there because it is going to go back up. it has a lot of cash. a good company. >> all right. intel the worst performing dow stock today after issuing a disappointing outlook. joe and dr. j. debated the stock yesterday and...
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connell: then there's samsung which has the popular galaxy phone. it's been a headache of sorts for apple and iphone sales. we're going to talk to samsung's product manager about that. that's coming up next. dagen: how about apple coming out with a lower end cheaper iphone maybe. big story in "wall street journal." the judge is here on tracking your kids at school, a new court ruling on rfid tags and why kids might have to wear them. take a look at completely unrelated, but hey, if you're going to europe, what's the exchange rate on the euro. >> 21 minutes past the hour i'm gregg jarrett with your fox news minute. more than 50 people injured after a high speed passenger ferry hit a dock in lower manhattan this morning. the ferry reportedly struck the dock pulling into the pier opening a large gash on the side of the ship's bow. vice president joe biden currently meeting with gun safety and victims groups. the sit-down part of a series of gathering he will be holding at the white house this week in an effort to find common ground on proposals to curb
connell: then there's samsung which has the popular galaxy phone. it's been a headache of sorts for apple and iphone sales. we're going to talk to samsung's product manager about that. that's coming up next. dagen: how about apple coming out with a lower end cheaper iphone maybe. big story in "wall street journal." the judge is here on tracking your kids at school, a new court ruling on rfid tags and why kids might have to wear them. take a look at completely unrelated, but hey, if...
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Jan 16, 2013
01/13
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it's why i think samsung is a better play. they have better position at the upper end and lower end. they will dominate the lower end. buy apple to $525, take some profits and wait. >> let's hit pops and drops. we kick it off with a pop for valero. >> this was a space, the refiner space was loved at the year end. so, it was loved all last year, so, if you are a manager, you wanted to show it on the books come year end. we thought you were going to be dumping them january 1st. they dumped the rest of the space, they didn't dump valero. i'm perplexed. i think they're going to be reshorted. >> dell, dropped 4%. karen? >> this is a classic buy the rumor, sell the news. yesterday's closing price reported $13 or $14 deal for dell. it just doesn't make sense. i wouldn't buy it. >> all right, the vix down 1%. dan, to five and a half year lows? >> it's just acting the on silt here. but if you look at on the future's curve, march is trading almost to 18. that's where people see risk with the debt ceiling. >> drop for gp, down 4%. tim? >
it's why i think samsung is a better play. they have better position at the upper end and lower end. they will dominate the lower end. buy apple to $525, take some profits and wait. >> let's hit pops and drops. we kick it off with a pop for valero. >> this was a space, the refiner space was loved at the year end. so, it was loved all last year, so, if you are a manager, you wanted to show it on the books come year end. we thought you were going to be dumping them january 1st. they...
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Jan 7, 2013
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samsung galaxy s-3, the samsung note. and melissa, the windows phones, which are new for us, as well, the nokia lumia is doing well. apple, android and now windows 8, which is a fantastic lineup for our customers. >> in terms of the momentum since the launch date of the iphone 5, ralph, is it at the same levelle of demand as it was when it first hit the market? >> well, what happened with the iphone 5 is, there was so much demand, there was limited supply when it first came out. right after black friday, we finally got enough inventory and so, i think it's selling very well. just like we expected it to. >> i want to ask you about this very low end phone that you've introduced, the discover smartphone. a lot of the features that a lot of the high priced smartphones have, runs android 4.0, an nfc radio, it's got a rear camera, runs an lte. $49. with a contract. how does that kind of phone compete and from your profitability standpoint, aren't you better off receiving more phones like that than even an iphone 5? >> that's th
samsung galaxy s-3, the samsung note. and melissa, the windows phones, which are new for us, as well, the nokia lumia is doing well. apple, android and now windows 8, which is a fantastic lineup for our customers. >> in terms of the momentum since the launch date of the iphone 5, ralph, is it at the same levelle of demand as it was when it first hit the market? >> well, what happened with the iphone 5 is, there was so much demand, there was limited supply when it first came out....
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Jan 18, 2013
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samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit the snooze button? >> yes. then it follows with you, and then you really wake up. >> you better get the heck up. i'll come to your house. i'll come to your house if you don't get up. >> wow. that's frightening. i'm getting up. >> what's amazing, there was no people, they were able to work on saturday. it was fantastic. i'm not irish, so i can't step in at all. >> there was one in ireland and israel? oh, i got it. >> israel was the -- >> they're trying to show me that the plants were open on saturdays. they were able to do the fab plant, for the new 486, witho
samsung is powerful. there's a very good article in the paper today how samsung is trying to outguess their specs. samsung is the best. the biggest and -- well, this story was the best. i love my iphone. i'm not going to change it. they're not going to get me to change. >> we can try. >> that's an endorsement. >> you will have to pry my cold dead hands off my iphone. >> really? >> do you use siri? >> i'm there for you. >> are you a snooze? do you hit...
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primary fight between apple iphone and samsung the galaxy. >> correct. stuart: it looks like in the china market, perhaps the most important market of all, apple wants to get back, not necessarily back on top, but certain a more major player and i hear maybe this new phone, if they do indeed come out with it, could be down to $100 bucks a pop. what are you hearing? >> well, yeah, because there's a lot of pressure on them to, in unsubsidized world we're moving into. if you buy an unlocked phone today, it's $150. when you have carriers t-mobile coming out unlimited plan only for unsubsidized phones that total cost of ownership is important. if apple does come out with a low cost phone it can't just be cheaper, they're going to have to differentiate whether it's in terms of color or design or even like, hooking up into new trends like wearable fitness. stuart: exactly. mark, we love it when you're on top of this stuff and appreciate it today. i'm going to cut it short, i've got breaking news, thank you, mark spoonhour. it sounds like a ludicrous idea, could
primary fight between apple iphone and samsung the galaxy. >> correct. stuart: it looks like in the china market, perhaps the most important market of all, apple wants to get back, not necessarily back on top, but certain a more major player and i hear maybe this new phone, if they do indeed come out with it, could be down to $100 bucks a pop. what are you hearing? >> well, yeah, because there's a lot of pressure on them to, in unsubsidized world we're moving into. if you buy an...
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Jan 15, 2013
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gerri: what about samsung? >> samsung is amazing as well. they have apple and google and facebook. samsung outsold apple's iphone to that one. gerri: times people here think that the iphone is the only thing to buy. but not everybody agrees with that. >> the android is 73% of the global market. the iphone is the minority. gerri: thank you for coming on tonight. we appreciate your time and help. still to come, my "two cents more" on former presidents. and apple has been tumbling. dangerously close to 52 year lows. find out what happens next. gerri: up next, should you be buying and selling? in 60 seconds gerri: technology stocks making headlines today. in the last segment we told you about facebook's new search feature. investors were not too impressed, they got a lot of attention here. apple and dell. from on the technology doctor, i am joined by gary kaltbaum. i can't help myself. i want to hear what you think about the facebook announcement. we have to start there. >> i think the biggest problem is they set the big media, supposedly it's going to be the end-all, be-all, it's just
gerri: what about samsung? >> samsung is amazing as well. they have apple and google and facebook. samsung outsold apple's iphone to that one. gerri: times people here think that the iphone is the only thing to buy. but not everybody agrees with that. >> the android is 73% of the global market. the iphone is the minority. gerri: thank you for coming on tonight. we appreciate your time and help. still to come, my "two cents more" on former presidents. and apple has been...
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Jan 28, 2013
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mandy, i'm sorry, you like to talk about samsung, people want bigger screens and samsung is selling more than apple. so you assume samsung is bet are or more desirable. well, samsung is selling than apple because it is cheaper. more accessible to everybody. >> and in markets like asia. i will give you that. >> yeah. >> okay, show off. >> i think samsung is doing particularly well. how much of that is built on the success created and invented by the iphone, that another debate. >> peter, sorry, time is running out. peter, does apple have a true competitor? >> yes. they their number one and truest competitor is google. android. how the two match-up. the functionality and devices in the eco system. that the game. do you believe apple can go ahead it head against google. >> and aronically, fact oid, apple lost in terms of value, is the total value of google. >> which is 7,000 lycosis. >> it is. and a million apples. >>> herb on the street, is back. herb greenburg is here. and he is going to talk about the big move in herbalife. >> that would be herbalife, i think to you. plus, grow up americ
mandy, i'm sorry, you like to talk about samsung, people want bigger screens and samsung is selling more than apple. so you assume samsung is bet are or more desirable. well, samsung is selling than apple because it is cheaper. more accessible to everybody. >> and in markets like asia. i will give you that. >> yeah. >> okay, show off. >> i think samsung is doing particularly well. how much of that is built on the success created and invented by the iphone, that another...
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Jan 15, 2013
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. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whet
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with...
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Jan 8, 2013
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is it apple, samsung, nokia, lumia, who has the best? >> the good news is that's never ending story and it always changing. i heard your debate around the ecosystem around samsung and i disagree. we sell roughly 50/50 between android and iphone devices. this is a war that's never going to end and i think that's good for consumers. >> a question about the very crowded video landscape. here at ces it's full of different video streaming options. how are you going to have your fios compete and how are you going to roll it out? >> the good news is we can provide the best service. if you look at fourth quarter, we probably lost a good six weeks because of the sandy impact in the northeast and we still did 130,000. so the demand is there. if you look at where we were two years ago when we came to ces, the average speed into the home was 50 megs. we just launched fios quantum that's 300 megs. >> i understand in your key note later you're going to be making some announcements. what are the new businesses you're getting into? >> well, we're going
is it apple, samsung, nokia, lumia, who has the best? >> the good news is that's never ending story and it always changing. i heard your debate around the ecosystem around samsung and i disagree. we sell roughly 50/50 between android and iphone devices. this is a war that's never going to end and i think that's good for consumers. >> a question about the very crowded video landscape. here at ces it's full of different video streaming options. how are you going to have your fios...
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Jan 28, 2013
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samsung's profit margins are 14%, 15%. so, if apple really is going to be going after that kind of, maybe not lower end, but at least going after some of the samsung stuff, you're looking at a very big contraction in profit margins for apple. i'm actually short ewy if you want to short that market. >> straight ahead, "fast money" is where battles brew. but we will, of course, get to that story and the latest new on yahoo! earnings. two traders go head to head over goldman sachs. plus, u.s. automakers get caught in the kros fire of a current si war. the impact straight ahead. and why walmart is becoming the biggest threat to amazon. we get the bottom line, howevers before the online retailer reports earnings. back right after this. >>> welcome back to "fast money." shares of vmware getting hit this afternoon. companies earnings topped expectations and posted a 22% growth for revenues in 2012. problem is, it is forecasting only 14% to 16% growth in 2013. wall street analysts were looking for growth of about 18% for the year.
samsung's profit margins are 14%, 15%. so, if apple really is going to be going after that kind of, maybe not lower end, but at least going after some of the samsung stuff, you're looking at a very big contraction in profit margins for apple. i'm actually short ewy if you want to short that market. >> straight ahead, "fast money" is where battles brew. but we will, of course, get to that story and the latest new on yahoo! earnings. two traders go head to head over goldman sachs....
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Jan 15, 2013
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apple has been losing share to others, notably samsung in the smartphone business. apple does support a market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized my concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her friends like it. she said it stinks. then i went to the verizon store and my tech guy who knows how much i like apple said apple is going down the wrong path, charging more for a product that is not superior to samsung's phone with google software, of course, and that in many ways the samsung phone was superior. i was stunned. so that night when i saw my daughter for dinner i mentioned this interchange and unleashed a barrage of anti-apple invective, everything from how they can care less about anyone that owned old products he a different colors because they were the virtual
apple has been losing share to others, notably samsung in the smartphone business. apple does support a market cap, talking about having a large numbers law against you. then two things happened this weekend that crystallized my concern about this company that i think is perfect and loved so much, all in a 24-hour period. my eldest daughter texted me to ask me if i knew anyone at apple because she hated the new version of i tunes. i said i didn't like it either. she texted back that none of her...
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Jan 8, 2013
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and similar rash yoechls in the samsung galaxy. can you comment on that and given us an indication as to whether or not it matters if consumers buy the android or the iphone, from your perspective? >> melissa, broadcom makes the chips in most smartphones. we've been able to create really competitive chips out there and they are widely used across the industry. we are delighted when people buy smart foens. it's good for us and givens us sales of our chips. >> so, you are basically agnostic at the bottom -- end of the day. >> we have a few favorites but we are mostly agnostic. we've done a good job working with the customers you mentioned, and so, we have pretty good share in both apple and samsung. >> i want to talk about your 5g hardware. there are reports that there was a 5g chip and you struck a deal with apple to use those chips in an iphone. i'm wondering if there's any truth to that. >> well, we let our customers announce their own products so i'm afraid i can't comment on that specific one. but we do see our 5g wifi chips tak
and similar rash yoechls in the samsung galaxy. can you comment on that and given us an indication as to whether or not it matters if consumers buy the android or the iphone, from your perspective? >> melissa, broadcom makes the chips in most smartphones. we've been able to create really competitive chips out there and they are widely used across the industry. we are delighted when people buy smart foens. it's good for us and givens us sales of our chips. >> so, you are basically...
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Jan 4, 2013
01/13
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argument has been on apple for the last several months that someone will knock them off their perch, samsung or somebody will come along and knock them down, google will not sit up there forever. they have 75%. they won't go up to 100%. i'm not knocking google. i wish i was long the stock but i think at this level and the is the better buy. >> i look at all the different revenue streams that apple has that aren't available right now to google because, a, they give away the software, the android operating system and so forth. apple, on the other hand, gets paid for the itunes store and takes money basically 30% of every sale there over at the app store. they're making money on almost everything that you use that ecosystem for. google doesn't. google, on the other hand, has monetized search both on the desktop and on mobile better than anybody else yet. they've got that big risk that facebook, just as murphy said, somebody is going to be coming after them on search. well, we know who one of those somebodies is -- it's facebook. and it is in mobile which is how more and more of us are searching
argument has been on apple for the last several months that someone will knock them off their perch, samsung or somebody will come along and knock them down, google will not sit up there forever. they have 75%. they won't go up to 100%. i'm not knocking google. i wish i was long the stock but i think at this level and the is the better buy. >> i look at all the different revenue streams that apple has that aren't available right now to google because, a, they give away the software, the...
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Jan 10, 2013
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of course, folk ya will continue to face intense competition from names like samsung and apple, but so far so good for them for the latest sales numbers that we've been seeing. i would keep a close eye on apple in particular as we talk about the cheaper iphone on the way, particularly for china, so that'll be something we'll continue to follow. back to you. cheryl: all right. we'll be talking about that this hour as well. thank you, nicole. well, pox office sales set a new record of almost $11 billion in 2012, so how do you cash in on the success? well, it's kind of a second derivative play on movies. david brain, epr properties ceo and president, joins me now for a fox business exclusive. what you were doing, basically, is making a big play on movie theaters and complexes, big chunk of your fund. has it been working out for you? >> it's been working very well. we've been making this play in movie theaters for 15 years now, since the dawn of the megaplex theater all through the last decade plus, and it's done very well. box office set a record this year, but that's the eighth year sinc
of course, folk ya will continue to face intense competition from names like samsung and apple, but so far so good for them for the latest sales numbers that we've been seeing. i would keep a close eye on apple in particular as we talk about the cheaper iphone on the way, particularly for china, so that'll be something we'll continue to follow. back to you. cheryl: all right. we'll be talking about that this hour as well. thank you, nicole. well, pox office sales set a new record of almost $11...
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Jan 8, 2013
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>> samsung, earnings results up, share price down. if you think earnings is relative for share price performance, it isn't. we're talking about the reporting season rather than the underlying earnings. >> they have quite a lot of leeway. they've given guidance to the analysts about what those earnings might look like in the near term. all the analysts are pawing at the results. all in all, a huge amount of activity and brain power wasted on something which in the near term has been well flagged, isn't that important. >> at the same time, though, there are analysts who -- and we've seen this. who will get the set of numberes and will go, relative to what i expected, they said x about same-store sales and y about aluminum pricing and there is information they're getting out of these results and out of the conference calls, too. >> absolutely. it's what's behind the headline results that's informational and instructive. and that's what the analysts will be taking out of it. before they can get into that, they have to flesh out with their
>> samsung, earnings results up, share price down. if you think earnings is relative for share price performance, it isn't. we're talking about the reporting season rather than the underlying earnings. >> they have quite a lot of leeway. they've given guidance to the analysts about what those earnings might look like in the near term. all the analysts are pawing at the results. all in all, a huge amount of activity and brain power wasted on something which in the near term has been...
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Jan 8, 2013
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when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's dreamed of? you go back and look at what they've developed. periodically they've developed what steve jobs used to say is, not what you want in the sense that, well, i'm looking for a better -- but something you never thought about that you suddenly just can't believe you can't live without. i think they've got to come up with something. they've got to come up with something that you can't live without that you don't know about. >> and they'll be able to do that without steve jobs? not just embracing something, but pushing the people behind it to actually make it a reality? >> tim cook, according to the interview
when i see samsung reporting, and i talk to people and say, the samsung device outside of the united states is much larger. >> they sold 62 million smartphones in the quarter. apple sold 45 million iphone 5s. they benefited from the supply issues when the iphone 5 launched. >> 500 handsets a second from samsung. the galaxy is now the best selling smart foun, surpassing the 5 and 4-s. >> the mini ipad moving things a little bit. is there something that they have that no one's...
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Jan 18, 2013
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knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. ♪ [ male announcer ] how do you make 70,000 trades
knows that the customer's always right but seems to have the wrong customers, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will...
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Jan 14, 2013
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we are getting bigger numbers from samsung, market share numbers are gaining for samsung, apple losing sales as far as the marketshare goes. doesn't that factor into what we hear from the component makers? >> it does and it doesn't. i haven't identified where the cuts are from. in quarter for apple did 50 million iphones. samsung did somewhere around 18 million galaxy, around 8 million note to mack. they did somewhere around 26 million so apple was approximately double samsung's true competitive area. apple does not compete at the low end or the mid-end, only the high-end. apples to apples comparison, apple is still twice the size. cheryl: one man's treasure is another man's trash. and in that kind of goes to apple and rim right now, a big jump in rim stocks given the component makers seeing a scale back from apple. does rim win? >> it is interesting. look at the universe of beaten down tech companies, hp, dell, nokia, that group has performed remarkably well in the last month. it has been stunning actually. we're seeing portfolio managers and hedge fund managers buy these things on hi
we are getting bigger numbers from samsung, market share numbers are gaining for samsung, apple losing sales as far as the marketshare goes. doesn't that factor into what we hear from the component makers? >> it does and it doesn't. i haven't identified where the cuts are from. in quarter for apple did 50 million iphones. samsung did somewhere around 18 million galaxy, around 8 million note to mack. they did somewhere around 26 million so apple was approximately double samsung's true...
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Jan 25, 2013
01/13
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samsung and apple. fine pressure from other rivals -- could find pressure from other rivals in china. >> that is amazing. more tech in our pockets than the astronauts on apollo. that brings the program to a close. you can continue watching "bbc world news" on our 24-hour news network. you can get all our stores as well on our website. you can find us on twitter as well. thank you for watching. have a great evening. >> make sense of international news at bbc.com/news. >> funding of this presentation is made possible by the freeman foundation of new york, stowe, vermont, and honolulu, newman's own foundation and union bank. >> at union bank our relationship managers work hard to understand the industry you operate in, working to nurture new ventures and help provide capital for key, strategic decisions. we offer expertise and tailored solutions in a wide range of industries. what can we do for you? >> "bbc world news" was presented by kcet, los angeles.
samsung and apple. fine pressure from other rivals -- could find pressure from other rivals in china. >> that is amazing. more tech in our pockets than the astronauts on apollo. that brings the program to a close. you can continue watching "bbc world news" on our 24-hour news network. you can get all our stores as well on our website. you can find us on twitter as well. thank you for watching. have a great evening. >> make sense of international news at bbc.com/news....
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Jan 15, 2013
01/13
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we've seen it at rim, samsung, multiple times in the past, sony. so, it's pretty traditional and if the earnings growth is only going to be low teens, in line with the market, then you expect the multiple to be a discount to the overall market. >> stewart, thank you, we appreciate it. frightening stuff, but tim, on the other side of it, you've been in samsung and that seems to be the beneficiary. >> i look at their strategy, i think they're in a barbell. they have products that can compete. ill think they are going for the slower end. if people want to look at the emerging market story, there's -- india has probably 30 million smartphones. this is a country of 1.1 billion people. this is a story that people haven't even begun to take in. the guys competing right now, rim is even a sexier brand in india than apple, if you can believe that. you have to pay attention to that. i think apple will not have the mojo to compete. >> and a quick touch on qualcomm and broadcom. >> funny you should mention that. broadcom reports at the end of the month. we've
we've seen it at rim, samsung, multiple times in the past, sony. so, it's pretty traditional and if the earnings growth is only going to be low teens, in line with the market, then you expect the multiple to be a discount to the overall market. >> stewart, thank you, we appreciate it. frightening stuff, but tim, on the other side of it, you've been in samsung and that seems to be the beneficiary. >> i look at their strategy, i think they're in a barbell. they have products that can...
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Jan 9, 2013
01/13
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you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently after this meeting, according to a source, representatives from
you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to...
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Jan 24, 2013
01/13
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samsung has the cool power right now. a lot of competitors are coming out with very cool phones. if you are the tech guy, you are leading the way. you are looking for the newest and best and brightest thing that is out there and apple hasn't given us anything. neil: we are talking about a lot of advanced products. the new big thing is somethingnw that i may not hear about. >> well, i think the what wenize have to recognize about apple -a i'm not talking about apple tv. i'm talking about the version four. the one where they actually -- let's just work this out for a second. [talking over each other] [talking over each other] >> there is a point in time when you were going to watchady everything, you know, on the internet ready phones. kille tv is a step in that direction. tnk apple killed music. neil: i don't think they'rental killing, i think they are maiming. >> i think they sell a phenomenal product.omenal i don't think anyone listeningu have t to disagree with that. and but there will come a time when you look at have to look at the stock and say it is expensive. they are goin
samsung has the cool power right now. a lot of competitors are coming out with very cool phones. if you are the tech guy, you are leading the way. you are looking for the newest and best and brightest thing that is out there and apple hasn't given us anything. neil: we are talking about a lot of advanced products. the new big thing is somethingnw that i may not hear about. >> well, i think the what wenize have to recognize about apple -a i'm not talking about apple tv. i'm talking about...
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Jan 24, 2013
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can samsung eat into that as well? >> i think they are eating through the mind share by having innovative uct pros products and their ability to come to the market before apple to do so with a product cycle is what is giving samsung an advantage. so, no, i'm not sure if listing in the u.s. market is going to really make a difference, and again, the time to market, which they benefit from vertically integrated and innovating is what is enabling them to do that. to that extent, watch out for galaxy s-4 coming out in sometime early april. that will be another key catalyst on the horizon that could further pressure apple. tracy: that is really interesting stuff. thank you, sir. ashley: yeah. very, very good. >> thank you. tracy: because they have it all in house. they control the supply chain. they can bang phones out. i hope regulators are listening. a lot of investors are missing out. ashley: they are. 30% share of smartphone market, samsung. they think apple may peek at 22%. tracy: if you want to do what he said to buy
can samsung eat into that as well? >> i think they are eating through the mind share by having innovative uct pros products and their ability to come to the market before apple to do so with a product cycle is what is giving samsung an advantage. so, no, i'm not sure if listing in the u.s. market is going to really make a difference, and again, the time to market, which they benefit from vertically integrated and innovating is what is enabling them to do that. to that extent, watch out...
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Jan 22, 2013
01/13
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we will be hearing from apple tomorrow, overall apple, samsung, can blackberry, can rim compete in this environment? is it all that it is hyped up to be? >> i don't think it can, but the proof will be in the pudding. i think blackberry 10 will represent a significant improvement for the blackberry devices. i think it will mimic in many respects the attributes of the ios and its respective manufactures whether it is apple or samsung. the real question is does it have that extra sizzle to entice customers to come back to the blackberry family? cheryl: absolutely. will they go back to blackberry or stick with athletes. senior research analyst, thank you. >> thank you for having me. cheryl: the path of least resistance is higher. we're sitting at these five-year highs for the major markets, and the dollar is higher, the nasdaq, s&p, the russell all trading to the upside. january seems to be happening. we finally got out of the $92 area. let's go to the floor show. the cme group and of course the nymex standing by at the new york stock exchange in the thick of earnings all about technology,
we will be hearing from apple tomorrow, overall apple, samsung, can blackberry, can rim compete in this environment? is it all that it is hyped up to be? >> i don't think it can, but the proof will be in the pudding. i think blackberry 10 will represent a significant improvement for the blackberry devices. i think it will mimic in many respects the attributes of the ios and its respective manufactures whether it is apple or samsung. the real question is does it have that extra sizzle to...
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Jan 14, 2013
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there are more samsung options. you get wooed away from the iphone when you go into verizon or at&t when you look at samsung. >> all these other players are taking the fact they comb out with cheaper phones, have the android operating system and sell it in a way that makes carriers happy and reaches out to different audience base there. they're just taking on a bigger audience. lori: any way you slice it ain't cheap to have all these tech know gizmos. before you pick up the latest gadget you may consider the actual cog of owning it. according to bureau of labor statistics average american family spent more than $2,000 a year, land line, internet, cell phone services, more than $200 a month. that is up 21% from 2006 and roughly 4.4% of the entire household budget. households earning more than $100,000 a year, spend more than $3,000 each year and $250 a month but are your ipads and smartphones really worth it? if you were to take the $250 and put it in retirement account. here is the math. earning 5% in investment it
there are more samsung options. you get wooed away from the iphone when you go into verizon or at&t when you look at samsung. >> all these other players are taking the fact they comb out with cheaper phones, have the android operating system and sell it in a way that makes carriers happy and reaches out to different audience base there. they're just taking on a bigger audience. lori: any way you slice it ain't cheap to have all these tech know gizmos. before you pick up the latest...
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we came from samsung. lg. these are not cheap. when do you get to the critical mass where you sell to a lot of people and say, all right you can afford this? >> you know we had the same question every time we introduce a new technology, especially in the electronics. you have to reach a critical mass. my guess is, that business applications b2b will drive these technologies to the point where the volumes are high enough, and cost is low enough they are viable consumer products. liz: certainly from the tax clarity issue does that make your job easier how much you spend and how many people you hire? >> no. we try not to base our long-term investment decisions on short-term policy problems. at least i hope it is a short-term policy problem. it will not make any difference whatsoever. but what will make a difference, we can talk about politics is r&d tax credits. we have to stop doing that year by year. that does have an impact. liz: joe taylor. panasonic. >> liz, great to see you. liz: first on fox business. thank you so much. good l
we came from samsung. lg. these are not cheap. when do you get to the critical mass where you sell to a lot of people and say, all right you can afford this? >> you know we had the same question every time we introduce a new technology, especially in the electronics. you have to reach a critical mass. my guess is, that business applications b2b will drive these technologies to the point where the volumes are high enough, and cost is low enough they are viable consumer products. liz:...
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Jan 25, 2013
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real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues, genuinely puzzled, saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious, which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that nasty little samsung phone. or you might have product lines in decline like the ipod, but
real demand, competition from other companies, gross margins, something made by a samsung, for heaven's sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that mundane, nasty number that its inferiors, competitors are suddenly making superior product at least in the minds of some of the less savvy consumers out there, the superior. what must be really galling to apple is the fact these...
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Jan 23, 2013
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samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but you might have been a seller at the end of last year. you
samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a circle, a vicious cycle down, chart became your enemy and...
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Jan 26, 2013
01/13
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white believes the big winners-- at least in the short term-- will be apple, google, microsoft and samsung. and what will start with wired watches and glasses will eventually blossom into a world wide web of t-shirts, blouses and sweaters. >> it depends on how thin and light you want to make this. companies like i.b.m. are working on some flexible substrates that will really allow for the creation of wearable electronics. clothing. >> reporter: that's not all i.b.m. is working on. futurist trevor davis says the tech giant now has software that taps into social networks and predicts what people will wear. but does this mean style-setter anna wintour will be replaced by a supercomputer? >> i don't think anna wintour is out of a job too quickly. there's always going to be room for art and some intuition here. but what we can do with our software is take the delay out of it. >> reporter: the fashion craze i.b.m. sees coming in 2013: steampunk. >> it's a retro-futuristic look. it's victorian high fashion meets industrial workwear. it's an obsession with things like brass. it's an obsession with
white believes the big winners-- at least in the short term-- will be apple, google, microsoft and samsung. and what will start with wired watches and glasses will eventually blossom into a world wide web of t-shirts, blouses and sweaters. >> it depends on how thin and light you want to make this. companies like i.b.m. are working on some flexible substrates that will really allow for the creation of wearable electronics. clothing. >> reporter: that's not all i.b.m. is working on....
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Jan 26, 2013
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: white believes the big winners-- at least in the short term-- will be apple google, microsoft and samsung. and what will start with wired watches and glasses will eventually blossom into a world wide web of t-shirts, blouses and sweaters. >> it depends on how thin and light you want to make this. companies like i.b.m. are working on some flexible substrates that will really allow for the creation of wearable electronics. clothing. >> reporter: that's not all i.b.m. is working on. futurist trevor davis says the tech giant now has software that taps into social networks and predicts what people will wear. but does this mean style-setter anna wintour will be replaced by a supercomputer? >> i don't think anna wintour is out of a job too quickly. there's always going to be room for art and some intuition here. but what we can do with our software is take the delay out of it. >> reporter: the fashion craze i.b.m. sees coming in 2013: steampunk. >> it's a retro-futuristic look. it's victorian high fashion meets industrial workwear. it's an obsession with things like brass. it's an obsession with
: white believes the big winners-- at least in the short term-- will be apple google, microsoft and samsung. and what will start with wired watches and glasses will eventually blossom into a world wide web of t-shirts, blouses and sweaters. >> it depends on how thin and light you want to make this. companies like i.b.m. are working on some flexible substrates that will really allow for the creation of wearable electronics. clothing. >> reporter: that's not all i.b.m. is working on....
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Jan 25, 2013
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and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who are reporting today, dst, fortune, and manitowoc all should take action to bring out v
and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most...
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Jan 11, 2013
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you know, in the samsung booth, there were some good things in there. whatever apple does is already thought of by samsung. >>> competitor of yours on the street on the previous program, brian white, best known for the hyperbolic price target of 1111, said the new ipad is coming in march. is that true? >> we're expecting new ipads in the second quarter calendar, so i'm not too far off. apple has gone more to a six-month cadence for the ipad lineup. i don't think that's that's huge of a surprise out there. that has to happen in order to catalyze the education market as well as second quarter sales. sgloolts ben, good to talk with you. thanks so much for coming on. >> thank you. >>> so? what do you think on apple? there is some chatter on the street that seems to be more negative. >> what really struck me is the contradiction. he's saying that we're still so far above, 30% above where the buy side is in terms of our forecast in units, yet i'm lowering my price target. he talked about volatility. it's very volume tiff. this stock goes up and down more in a
you know, in the samsung booth, there were some good things in there. whatever apple does is already thought of by samsung. >>> competitor of yours on the street on the previous program, brian white, best known for the hyperbolic price target of 1111, said the new ipad is coming in march. is that true? >> we're expecting new ipads in the second quarter calendar, so i'm not too far off. apple has gone more to a six-month cadence for the ipad lineup. i don't think that's that's...
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not bad. 35, 40 different brands, including big ones, samsung, motorola. jim, see you next year. >> we appreciate your support for three years. so we have a gorilla glass for you. liz: this is a brand of its own. so much sexier than corning. ashley: new t-shirt. i love it. lori: we got to see your karate kick. we saw liz's kickboxing kick. the river dance the irish dancing. in the pink sneakers. thank you. >>. liz: thank you. ashley: it would never break. lori: fantastic cars and planes. ashley: from new gadgets to new burgers. wendy's is testing a new item with a twist. we have details coming up after the break. ♪ . dry mouth may start off as an irritant. it'll cause cavities, bad breath. patients will try and deal th it by drinking water. water will work for a few seconds but if you're not drinking it, it's going to get dry again. i recommend biotene. all the biotene products like the oral rinse...the sprays have enzymes in them. the whole formulation just works very well. it leaves the mouth feeling fresh. if i'm happy with the results and my patients
not bad. 35, 40 different brands, including big ones, samsung, motorola. jim, see you next year. >> we appreciate your support for three years. so we have a gorilla glass for you. liz: this is a brand of its own. so much sexier than corning. ashley: new t-shirt. i love it. lori: we got to see your karate kick. we saw liz's kickboxing kick. the river dance the irish dancing. in the pink sneakers. thank you. >>. liz: thank you. ashley: it would never break. lori: fantastic cars and...
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Jan 17, 2013
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realm not as quickly as some names like qualcomm, the past four months we have had a patent war with samsung and apple. now they are mortal enemies the only other entity could scale up a huge roll upfor the next apple iphone would be intel. do you expect in the next year, 2013, that iphones will have intel chips inside? >> so, you know, our, our policy in this is, that we never talk about a customer design win until they go to talk about it particularly in the phone space. when i look back at 2012 we were not in any phones when we started the year. today we're in seven phones shipping across 20 different companies. people expected once we got into the space we would have leadership in terms of performance. where we surprised people we also have leadership in the terms of power efficiency of our silicon and i think we're in a great position to build on it from here. i also want to say i don't think it moves the needle from the standpoint of revenue in 2013 but we have design momentum that is gathering. we want to build on that as we work our way through the year. liz: will your smartphones mo
realm not as quickly as some names like qualcomm, the past four months we have had a patent war with samsung and apple. now they are mortal enemies the only other entity could scale up a huge roll upfor the next apple iphone would be intel. do you expect in the next year, 2013, that iphones will have intel chips inside? >> so, you know, our, our policy in this is, that we never talk about a customer design win until they go to talk about it particularly in the phone space. when i look...